personal trust officer (EN)
ISCO 2412 · v1.2.1
Personal trust officers monitor and administer personal trusts. They interpret trust and testamentary documentation accordingly, interact with financial advisors to define the investment goal for the achievement of trust objectives, coordinate the purchase and sale of securities with account executives and review clients' accounts regularly.
Classification skills are not a measurement of your proficiency or future displaced hours.
Source aliases (EN)
- trustee officer
- personal trust manager
- personal trust supervisor
Skills and knowledge
Essential (EN) · 12
Optional (EN) · 18
- collect property financial information
- financial products
- maintain relationship with customers
- prepare tax returns forms
- protect client interests
- research taxation procedures
- develop investment portfolio
- prepare financial statements
- provide support in financial calculation
- register deeds
- advise on financial matters
- accounting techniques
- conduct financial audits
- promote financial products
- apply technical communication skills
- analyse financial risk
- handle financial disputes
- handle financial transactions
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